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Added to YB: 2024-11-20

Pitch date: 2024-10-31

CLAR [bullish]

Clarus Corporation

-17.71%

current return

Author Info

No bio for this author

Company Info

Clarus Corporation designs, develops, manufactures, and distributes outdoor equipment and lifestyle products in the United States, Australia, China, Austria, and internationally.

Market Cap

$122.1M

Pitch Price

$4.11

Price Target

15.00 (+344%)

Dividend

3.14%

EV/EBITDA

-36.35

P/E

-1.35

EV/Sales

0.43

Sector

Leisure Products

Category

value

Show full summary:
Maran Capital Management Portfolio Holding: Clarus Corporation

CLAR: Undervalued at $4/sh vs $10-$15 private value. $2/sh net cash by year-end. EV ~$100M, but brands worth $300-$500M. Recent $175M bullet biz sale. Weak outdoor industry, but strong brands poised for rebound. Asymmetric opportunity with insider buying amid forced selling by funds.

Read full article (2 min)